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Mayflower Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Mayflower Financial Advisors’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-491
Closed -$226K – 505
2026
Q1 		$226K Buy
491
+27
+6% +$13.7K 0.03% 413
2025
Q4 		$263K Buy
464
+3
+0.7% +$1.6K 0.03% 363
2025
Q3 		$206K Sell
461
-22
-5% -$10.6K 0.03% 393
2025
Q2 		$262K Sell
483
-12
-2% -$6.27K 0.04% 336
2025
Q1 		$245K Sell
495
-1
-0.2% -$553 0.04% 343
2024
Q4 		$259K Sell
496
-330
-40% -$172K 0.04% 317
2024
Q3 		$406K Sell
826
-13
-2% -$6.05K 0.06% 251
2024
Q2 		$373K Buy
839
+35
+4% +$13.9K 0.06% 252
2024
Q1 		$321K Buy
804
+40
+5% +$15.1K 0.05% 273
2023
Q4 		$258K Sell
764
-7
-0.9% -$2.09K 0.04% 287
2023
Q3 		$225K Sell
771
-275
-26% -$85.9K 0.03% 297
2023
Q2 		$358K Sell
1,046
-9
-0.9% -$2.72K 0.05% 249
2023
Q1 		$270K Buy
1,055
+29
+3% +$7.14K 0.04% 283
2022
Q4 		$272K Buy
+1,026
New +$250K 0.04% 281
2022
Q3 		– Sell
-1,015
Closed -$204K – 348
2022
Q2 		$204K Sell
1,015
-43
-4% -$10.1K 0.03% 303
2022
Q1 		$319K Buy
1,058
+29
+3% +$8.47K 0.04% 256
2021
Q4 		$370K Sell
1,029
-2,058
-67% -$708K 0.05% 234
2021
Q3 		$346K Buy
3,087
+2,013
+187% +$676K 0.05% 238
2021
Q2 		$329K Sell
1,074
-18
-2% -$5.05K 0.05% 228
2021
Q1 		$269K Sell
1,092
-285
-21% -$71.7K 0.04% 241
2020
Q4 		$376K Buy
+1,377
New +$342K 0.06% 172

Other funds holding ISRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Mayflower Financial Advisors's ISRG Position: Q2 2026 in Review

Mayflower Financial Advisors sold out of Intuitive Surgical (ISRG) in Q2 2026, closing a stake of 491 shares — an estimated $226K sold.

Mayflower Financial Advisors first reported a position in ISRG in Q4 2020 and held it in 21 quarters. The position peaked at $406K in Q3 2024. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

  • Mayflower Financial Advisors reported no remaining Intuitive Surgical position as of Q2 2026 after selling out during the quarter.
  • Mayflower Financial Advisors sold 491 Intuitive Surgical shares in Q2 2026, an estimated $226K.
  • Mayflower Financial Advisors first reported a position in Intuitive Surgical in Q4 2020 and held it in 21 quarters.
  • Mayflower Financial Advisors's Intuitive Surgical position peaked at $406K in Q3 2024.
  • 636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.